NWASX Mutual Fund

NWASX Mutual Fund

NAV$15.93
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Returns Overview

1 Month
+2.45%
3 Months
+2.45%
6 Months
+9.73%
YTD
+13.40%
1 Year
+21.01%
3 Years (annualized)
+18.52%
5 Years (annualized)
+9.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWASX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2065 Index(^SPTD2065)
This Mutual Fund (YTD)
+13.40%
Peer Avg (YTD)
+8.76%
vs Peers
+4.64%

NWASX Mutual Fund Performance

NWASX performance across multiple time periods: 1-month 2.45%, YTD 13.40%, 1-year 21.01%, 3-year 18.52%, 5-year 9.32%.

NWASX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

NWASX vs another fund shows side-by-side returns. NWASX alternatives are available in the Mutual Fund Screener.